See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,694 | $159,901-77.1% | $146,958-75.0% | $145,922-74.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 48.61% | 98.13%-49.5pp | 418.34%-369.7pp | 561.29%-512.7pp |
| Employer contribution / active EE | $4,038 | $5,286-23.6% | $4,933-18.1% | $4,660-13.3% |
| Participant deferral / active EE | $9,708 | $8,428+15.2% | $8,070+20.3% | $6,688+45.2% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |